Financial Planning
September 2024 Market Update
In this September market update, Chief Investment Officer Brian Andrew, CFA®, explores recent market trends and their potential influence on your investment strategy in the months ahead. Key Takeaways: We hope you find this video both informative and insightful. For any questions, please reach out to your Merit financial advisor. Stay Connected. Stay Informed. Follow…
Read MoreFederal Reserve’s Latest Rate Decision – Key Implications and Opportunities
Written by: Nate Burstin, Portfolio Manager Following a very recent Federal Open Market Committee (FOMC) decision, Merit’s investment team discusses key implications and opportunities this presents. As expected, the Federal Reserve announced its first rate cut, reducing the target range from 5.25%–5.50% to 4.75%–5.00%. While this outcome was widely anticipated, the market’s response has been…
Read MoreTrump, Harris, and the Market Rollercoaster: What Investors Can Expect
By Brian Andrew, CFA®, Chief Investment Officer | Executive Vice President, Merit Financial Advisors When election rhetoric runs high, investors often feel they should be rushing to make adjustments to their portfolios. However, while the news cycle operates 24/7, it doesn’t mean investors should feel compelled to make wholesale changes to their long-term strategies. Historically,…
Read MoreAugust 2024 Market Update
In this August market update, our Chief Investment Officer, Brian Andrew, CFA®, delves into the latest market trends and their potential impact on your investments in the coming months. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit financial advisor. Stay Connected. Stay Informed.…
Read MoreJuly 2024 Market Update
In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media…
Read MoreJune 2024 Market Update
In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media…
Read MoreMay 2024 Market Update
In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media…
Read MoreYour Financial Advisor Kindly Requests Your Imagination
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for too long with a search engine in our pocket; indeed, the average American checks their phone 144 times per day. Yet, we often fail to realize that wisdom is at…
Read MoreTwo Conversation Starters to Spring Clean Your Investment Strategy
By Brian Andrew, Chief Investment Officer, Merit Financial Advisors If the arrival of Spring has you longing to clean up more than just your house, you’re in good company. While life events like the purchase of a home, marriage, or birth of a child are natural triggers to reassess your financial picture, only 35% of…
Read MoreApril 2024 Market Update
In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media to…
Read More